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- Keep your Quicken information complete, accurate and up-to-date wherever you go
- Quickly access account details such as contact names and current and ending balances
- Easy transfer of data between PDA and PC - just perform a HotSync
- Includes QuickFill and Memorized transactions shortcuts
- Select your own private PIN for security
- NOTE: Requires Desktop Quicken
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- Platform: PDA
- Media: CD-ROM
- Item Quantity: 1
Pocket Quicken puts all your financial activity at your fingertips, making it easy to keep your Quicken information complete, accurate, and up-to-date wherever you go. Effortless data entry coupled with instant access to account balances, transactions, credit limits, budgets, and more adds up to financial clarity in the palm of your hand.
Your mobile Quicken companion lets you skip the monthly chore of receipt-typing by effortlessly capturing everyday transactions directly on your Palm OS handheld. Important account information, such as contact names and numbers, current and ending balances, as well as individual transactions, are automatically transferred from the desktop. Pocket Quicken is a true mobile companion to the Quicken desktop product and provides excellent connectivity via Palm's built-in HotSync technology. There is no double entry and you can always keep your accounts up-to-date. Transferring data is quick and hassle-free.
Pocket Quicken makes it easy to keep your finances organized. With a single tap of the HotSync button your Quicken categories and groups are transferred to the organizer. Use your Palm OS handheld to effortlessly capture checking, credit card, and cash transactions while you are on the go. Included are two of Quicken's most popular timesaving shortcuts: QuickFill and Memorized transactions. Combined, these features enable you to record day-to-day transactions with only two strokes of the stylus. Just start writing the payee's name and a new transaction is automatically created with all the details filled in.
Most Helpful Customer Reviews on Amazon.com (beta)
PROS: Seamless backup to desktop Quicken; useful budget feature; integrated calculator.
CONS: No uncategorized items permitted in split transactions; inability to edit (on handheld) any transaction backed up to desktop Quicken; quirky installation procedure.
Like many others, a determining factor in purchasing a handheld organiser was the potential of managing my finances `on the go'. With so many poor reviews of Pocket Quicken 1.0, it was an easy decision to go with Pocket Money, which worked well. The missing piece was easy backup and importing to the desktop version of Intuit Quicken or Microsoft Money.
Quicken can import a .qif file (containing several accounts) generated from Pocket Money. The trouble I had was importing transfer transactions: they were duplicated and/or adjusted, requiring re-reconciliation. To work with Microsoft Money, you had to create a .qif file for every account in Pocket Money. Quickly annoying with over 20 accounts, required on every synchronisation.
Pocket Quicken 2.0 does what it claims here: flawless synchronisation between handheld and desktop. However, it is one-way only; once transactions are uploaded to the desktop, you can't edit them on the handheld.
Worse, every cent/pence must be assigned to a category in Pocket Quicken. Do the programmers at LandWare not use cash? You withdraw cash from an ATM/hole-in-the-wall; you spend some of it now, some of it later. Well, if you record the transaction in Pocket Quicken, you either have to (a) wait until it is all spent before entering appropriate categories in your split transaction, or (b) enter the split transaction with a large segment categorised as `Misc', then constantly adjust this figure as you spent the rest of the cash. At least on desktop Quicken you can override the `uncategorised items' warning. Sort this out quick, please.
The installation procedure is also quirky. Here is how I managed it: (1) Install desktop Quicken. NB: Set-up password (go to File: Passwords: File); (2) Install Pocket Quicken; (3) Conduct first Palm synchronisation; (4) Open Pocket Quicken; (5) Enter desktop Quicken password in box `Quicken File Password' (leave `Launch PIN' = `-Unassigned-` unless you desire a PIN for Pocket Quicken); (6) Conduct second Palm synchronisation; (7) NB: Conduct future Palm synchronisation with desktop Quicken CLOSED.
Not all is bad news. Pocket Quicken's budget feature is competitively unique, and I find it very useful. Yet if the folks at LandWare can manage to synchronise category lists, why not budgets?
The integrated calculator is a convenient piece of programming. Just wish as much thought went into the rest of the package.
Overall, Pocket Quicken 2.0 is undoubtedly an improvement over version 1.0. Its (one-way) synchronisation is truly seamless, and its budget feature is unmatched. However, major improvements are still required. In the end, I could justify the purchase, with my many accounts and long transaction history. Though I expect some free upgrades from LandWare. I have to say, if you only rely on your handheld, then Pocket Money is likely to be a better experience.
As you might expect, each program has it's strengths and weaknesses.
While PocketMoney has a nicer, icon-based account list, Pocket Quicken seems a little cluttered, with awkward rounded and square "buttons" to switch between account list and register. I also thought PocketMoney had a more natural method of entering data - more like Quicken.
So, if I like PocketMoney so well, why am I giving Pocket Quicken a 5-star rating? It all comes down to the conduits - how the information transfers between your desktop and PDA. Pocket Quicken wins, hands down. PocketMoney requires a manual export procedure, where you have to designate a particular file directory. It doesn't always work all that well, even if you are an experienced computer user. If you are a novice, well, it's just too much trouble.
Pocket Quicken's strengths more than make up for its weaknesses. It works so naturally with your desktop version of Quicken that every Hotsynch keeps both your PC and your PDA current. Compare the free trials of both versions, and I am convinced you will also come to the conclusion that Pocket Quicken is the best personal accounting software for your PDA.